Position in XPEV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,126,925
-$1,480,580 QoQ
Shares Held
387,230
+0.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#33
of 219 holders
Holding Since
Sep 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XPEV Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $33,389,928 across 7 Auto Manufacturers names. XPEV ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
57,659 | $24,251,375 | |
| 2 | XPEV |
Xpeng Inc.
This page
|
387,230 | $5,126,925 | |
| 3 | F |
Ford Motor Co
|
101,423 | $1,409,779 | |
| 4 | GM |
General Motors Co
|
14,748 | $1,136,775 | |
| 5 | TM |
Toyota Motor Corp/
|
3,258 | $548,712 | |
| 6 | RACE |
Ferrari N.V.
|
1,255 | $467,223 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
25,887 | $449,139 |
All Filings in XPEV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,126,925 | 387,230 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,607,505 | 386,178 | Shares | Sole | 2026-05-08 | |
| 2021-03-31 | $7,302 | 200 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $8,566 | 200 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $90,315 | 4,500 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||